It is becoming increasingly common for foundations to consider closing shop. While the reasons you’re contemplating this option may be straightforward, the process of closing can be complicated. The primer walks you through the strategy choices, tasks, and legal steps of closing shop so you can be confident that you know the main legal issue... Read More
Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More
Foundations have greater impact if they first consider what they bring to the table and determine which opportunities will enable them to achieve the most with their giving. This discussion guide helps you understand the benefits of knowing your foundation and your field, and offers simple ways to acquire field knowledge. The topics covered in... Read More
Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More
We designed this handbook specifically for trustees and directors of small-staffed foundations, and key staff who work closely with them. It provides information on and insights into foundation fundamentals: governance, grantmaking, legal compliance, and financial oversight. At the same time, it shares a wealth of tips and tools to orient you to the trustee role.... Read More
This discussion guide can help you think about ways to build consensus within your foundation and convince you that impact is indeed possible and worth pursuing. Using this guide will help your board and staff: Become aware of the problem. Explore what change means to you. Convince others that impact is worth pursuing. The guide... Read More